Flow Automation: Adjusting Customer Membership Levels
When a customer meets specific criteria—such as making multiple purchases—you can use the Adjust Membership Level action in Flow Automation to automatically update their membership level. This helps you reward loyal customers and streamline membership management.
| Note: This trigger applies to workflows triggered by various customer or order events. You can customize conditions such as product name, counter thresholds, membership level, and expiration duration. |
Field Descriptions
The Adjust Membership Level action allows you to adjust a customer's membership level. You can either enter static text or use parameters to insert dynamic values based on your workflow setup.
| Field | Description |
| Membership Level Name | Set the membership tier in your membership system. |
| Expiration Duration (months) | Extend the membership from the current date by a specified number of months. |
Supported Actions
The Adjust Membership Level action can be used in workflows triggered by the following triggers. Click a trigger to view its detailed setup instructions:
- [Customer] Enable Customer
- [Customer] Disable Customer
- [Customer] Create Customer
- [Customer] Bulk Customer Operation
- [Customer] Customer Birthday Month
- [Customer] New Member Registration
- [Order] Order Created
- [Order] Order Placed Successfully
Example Use Case
Here’s a real-world example of using the Adjust Membership Level action — When a customer repeatedly purchases a designated gift pack, the system automatically upgrades their membership level once the purchase count reaches a set threshold (available in order templates). This helps reward loyal customers without manual tracking (available in counter templates):
- Trigger: Order placed successfully
- Condition 1: Product title contains [product name]
- Action 1: Update counter
- Condition 2: Counter value > 3
- Action 2: Adjust membership level
Available Template
Here is a ready-to-use workflow template that includes the Adjust Membership Level action. You can import and customize it based on your specific membership criteria:
- Adjust membership level for customers who buy gift packs multiple times: When a customer purchases a designated gift pack three or more times, the system automatically upgrades their membership level. You can customize the product title, purchase threshold, membership tier, and expiration duration.